The Retire-Ready Blueprint

Step 1: Drafting the Blueprint | 60-90 minutes Together, we will start to answer the questions;

Why do you want to retire?

What do you hope to accomplish by retiring?

What will a successful retirement look like?

Will you ride off into the sunset or go out with a bang? Can you have both?

Which of my retirement goals are a higher or lower priority?

Step 2: Draft Assessment | 60 minutes

We analyze your current financial position against the context of specific goals identified in ‘Drafting the Blueprint’. We will discuss where you feel your retirement has specific strengths and weaknesses.

The results of your comprehensive retirement plan are delivered. You will be able to clearly identify your retirement strengths and weaknesses. Written recommendations of next steps will be provided. We do not sell any financial products, but referrals will be made where appropriate.

Once we deliver the Retire-Ready Blueprint, you will have answers to the following questions:

When can I retire?

Why do I want to retire?

Can I achieve my desired retirement income?

How long can my investments sustain my income?

What improvements can I make to my retirement plan?

What is my ideal Social Security claiming age?

What are my retirement healthcare options?

Will I have a surplus for my heirs?

What is the annual cost of my investment plan, are the costs appropriate?